I Spent 13 Long Years In Banking I’d Grown To Despise… Before Finally Building Something I Actually Wanted To Wake Up For
Brenda Lee · Former Banker · 3× MDRT Producer · Advisor Development
I know what it feels like to spend years building a respectable career, only to realise you don’t want to spend the rest of your working life doing the same thing.
I spent more than 13 years in banking and financial services, working across foreign exchange, corporate banking, institutional asset management, retail banking and wealth management.
From the outside, I had built the kind of career you’re supposed to feel grateful for.
But my perspective on security changed when my father became seriously ill before he could even enjoy his retirement — and I suddenly found myself becoming the sole breadwinner.
It forced me to think differently about what I was actually working towards.
I had spent years doing what felt like the responsible thing: building experience, progressing professionally and choosing the security of a corporate career. But I started questioning whether staying simply because it felt safe was really the safest decision at all.
I could see where another 10 years on the same path might take me. And deep down, I knew I didn’t want to go there.
But I wasn’t prepared to resign impulsively, throw away 13 years of experience or gamble with my financial security either.
I wanted a responsible way to explore something different. I wanted to understand what the work actually involved, whether someone with my background could make the transition, and whether there were experienced people who could guide me through it.
That eventually led me into financial advisory.
With structured mentorship, practical coaching and a development environment around me, I was able to take the experience I had already built and apply it in a completely different direction.
I went on to achieve MDRT in consecutive years, qualify again in 2026, and eventually begin helping develop the next generation of advisers.
The career is not effortless, and success is never guaranteed.
But for me, making the change meant no longer looking ahead at another decade in a working life I already knew I didn’t want.
Your next step is not to quit your job. It is simply to get clear on whether a different path could be right for you.
13+ Years In Banking & Financial Services
3× MDRT Producer
Hands-On Advisor Development